Interesting elder law cases in Massachusetts discussed and used to think about future estate planning
Learn the importance of preparing a memorandum of intent when asking a trustee to be responsible for your special needs family member
Beta testers of The Estate Project get half off wills, durable powers of attorney, health care proxies, HIPAA releases and standby guardianship appointments.
How you can protect the inheritance you leave for your special needs child through the use of supplemental trusts
Choosing a Trustee for A Child’s Special Needs Trust
The Massachusetts Appeals Court in In the Matter of Elizabeth S. Payson determines that the word “issue” refers to children, not grandchildren, when used in a 1960 will.
People pay to set up trusts in order to avoid probate and minimize estate taxes, and then they fail to fund the trust.